-
Last Updated: 04/28/2026
in Setup Home Accounting
Pathway : Setup > Accounting > Tax Region The Tax Region Setup screen defines geographic areas where specific tax sets apply to a site such as state and local county taxes. When a tax region is assigned to a site, the associated taxe...
-
Last Updated: 04/28/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Tax Setup identifies the taxes (City, State, Franchise, etc) that are applicable to accounts. Taxes added here are not individually assigned to accounts and sites, instead, they must be added to...
-
Last Updated: 04/28/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Tax Class Tax Class Setup Tax Class is a collection of taxes assigned to specific service codes, charge codes and surcharges. Creating a tax class involves two steps, adding a tax class and assigning tax ...
-
The Signed Proposal Notification From Email field in the Sales tab of System Options Setup has been updated to allow a character length up to 255 characters. Pathway: Setup > System > System Options ...
-
Pineapple Payments is set to officially sunset effective April 30th, 2026. What this means to you We’ve been working behind the scenes to make this transition as seamless as possible. As part of ongoing platform alignment within Fiserv ...
-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Accounting > GL Account
A GL (General Ledger) account is an essential part of a company’s accounting system, capturing all financial transactions. It organizes sales, services, and expenses into specific ledgers, giv...
-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Account > Default Bill Group Default Bill Group Setup provides a way to assign an existing Bill Group as the default bill group for a given Division and Account Class . Field Descriptions Fiel...
-
Last Updated: 04/24/2026
in Setup Home Accounting
Pathway: Setup > Accounting > Collection Group / Agency The Collections Group Setup screen is used to create and manage the collection groups and agencies that can be assigned to accounts. This screen allows you to set up profiles for ...
-
Last Updated: 04/24/2026
in Setup Home Account
Pathway: Setup > Account > Task Type Task Type Setup allows you to create and manage the task types available when adding a task to an account or site. Tasks can be created by a desktop user or by a driver in the NavuNav mobile app. ...
-
Last Updated: 04/24/2026
in Setup Home Accounting Pathway: Setup > Accounting > Bank Account The Bank Account Setup screen stores the bank account details used by AR Payment Batch for payment processing. This screen consists of two sections, an upper grid and a lower grid. The upper g...